UK Pension question
#1
Thread Starter
Forum Regular



Joined: Feb 2005
Posts: 212
From: Orange County, CA











Yep, another question about pensions in the UK. Hopefully this one is fairly straightforward.
I've got my retirement investments in a SIPP with a UK based company and I'm not particularly happy about the level of service or visibility - except into the fees they charge. Getting an accurate picture of investments and performance is like getting blood from a stone. Based on what I believe are forum rules I won't name names publically.
Does anyone have their investments in a company (who are still accepting US tax residents) that they'd recommend? A search through the forum comes up with a few SIPP threads but no recommendations other than YouInvest whom I'm going to contact next week.
Appreciate any thoughts anyone has.
Alan.
I've got my retirement investments in a SIPP with a UK based company and I'm not particularly happy about the level of service or visibility - except into the fees they charge. Getting an accurate picture of investments and performance is like getting blood from a stone. Based on what I believe are forum rules I won't name names publically.
Does anyone have their investments in a company (who are still accepting US tax residents) that they'd recommend? A search through the forum comes up with a few SIPP threads but no recommendations other than YouInvest whom I'm going to contact next week.
Appreciate any thoughts anyone has.
Alan.
#2
Thread Starter
Forum Regular



Joined: Feb 2005
Posts: 212
From: Orange County, CA











No responses. Surprising given the number of pension posts here.
Anyway, to try to spur some feedback here's what I found
These guys are open to SIPP transfers from people resident in the US for tax purposes:
YouInvest
European Pensions Management
And these guys aren't
Hargreaves Lansdown
Fidelity UK (different company now from the mob in the US)
Anyone have any other companies? Note I'm not asking for recommendations from a financial perspective, just those that are accepting transfers and have been good to deal with (i.e. a good online presence for status and updates)
Cheers
Anyway, to try to spur some feedback here's what I found
These guys are open to SIPP transfers from people resident in the US for tax purposes:
YouInvest
European Pensions Management
And these guys aren't
Hargreaves Lansdown
Fidelity UK (different company now from the mob in the US)
Anyone have any other companies? Note I'm not asking for recommendations from a financial perspective, just those that are accepting transfers and have been good to deal with (i.e. a good online presence for status and updates)
Cheers
#3
Forum Regular


Joined: Jul 2013
Posts: 78











No responses. Surprising given the number of pension posts here.
Anyway, to try to spur some feedback here's what I found
These guys are open to SIPP transfers from people resident in the US for tax purposes:
YouInvest
European Pensions Management
And these guys aren't
Hargreaves Lansdown
Fidelity UK (different company now from the mob in the US)
Anyone have any other companies? Note I'm not asking for recommendations from a financial perspective, just those that are accepting transfers and have been good to deal with (i.e. a good online presence for status and updates)
Cheers
Anyway, to try to spur some feedback here's what I found
These guys are open to SIPP transfers from people resident in the US for tax purposes:
YouInvest
European Pensions Management
And these guys aren't
Hargreaves Lansdown
Fidelity UK (different company now from the mob in the US)
Anyone have any other companies? Note I'm not asking for recommendations from a financial perspective, just those that are accepting transfers and have been good to deal with (i.e. a good online presence for status and updates)
Cheers
Perhaps with the new rules it may now be possible. I'll look into it again
#4
You will probably have issues with the normal UK retail companies. There are some companies that deal specifically with Americans investing in the UK. That might be worth investigating....I have no idea of their fees or service level
External asset managers | providing 'optimal performance' for investors | iwm.eu.com
External asset managers | providing 'optimal performance' for investors | iwm.eu.com




